Diagnose the Business Problem
Our CRM and ERP Do Not Communicate — How Can We Integrate Them?
Define which system owns customers, products, pricing, orders and status before choosing APIs, middleware or synchronization rules.
Diagnosis first
What may be happening
Define which system owns customers, products, pricing, orders and status before choosing APIs, middleware or synchronization rules.
Signals to check
Orders are re-keyed
Customer data differs between systems
Sales lacks fulfillment status
Reconciliation is frequent
Practical response
What to do next
- Define master data ownership
- Map trigger events and required fields
- Design error handling and replay
- Pilot one end-to-end flow
- Monitor data quality and integration health
Technology categories
APIs
Integration platform
Message queue
Audit and monitoring
Diagnose the workflow before investing
Discuss the problemBring the current process, bottlenecks and available data to a focused discussion.